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Opal Wealth Advisors’s Wells Fargo WFC Stock Holding History

Opal Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-659
Closed -$52.4K – 586
2026
Q1 		$52.4K Buy
+659
New +$56.6K 0.01% 393
2025
Q3 		– Sell
-576
Closed -$46.1K – 554
2025
Q2 		$46.1K Sell
576
-22
-4% -$1.59K 0.01% 383
2025
Q1 		$42.9K Buy
+598
New +$44.9K 0.01% 376
2024
Q3 		– Sell
-818
Closed -$48.6K – 1168
2024
Q2 		$48.6K Sell
818
-165
-17% -$9.74K 0.02% 360
2024
Q1 		$57K Buy
+983
New +$51.4K 0.02% 206
2021
Q2 		– Sell
-5,503
Closed -$215K – 93
2021
Q1 		$215K Buy
+5,503
New +$195K 0.23% 74

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Opal Wealth Advisors's WFC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 659 shares — an estimated $52.4K sold.

Opal Wealth Advisors first reported a position in WFC in Q1 2021 and held it in 6 quarters. The position peaked at $215K in Q1 2021. 567 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 659 Wells Fargo shares in Q2 2026, an estimated $52.4K.
  • Opal Wealth Advisors first reported a position in Wells Fargo in Q1 2021 and held it in 6 quarters.
  • Opal Wealth Advisors's Wells Fargo position peaked at $215K in Q1 2021.
  • 567 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.